Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Insurance
  • Women's Financial Strategies
  • Saving for Education
  • Consulting on potential benefits and risks of IRA rollovers
  • Family Finances
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies
  • Small Business
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Intergenerational Planning
  • Investment Management
  • Financial planning for small business

Education

  • Utah State University Bachelor of Arts Degree

Previous experience

  • Ameriprise Financial Services Financial Advisor Associate Vice President, 2024- Current
  • Key Investment Services LLC Private Client Advisor, 2019-2024
  • Wells Fargo Licensed Personal Bank 2, 2014-2018

Interests

Family, Community Participation, Sports: Soccer, Swimming, Softball, Track. Hobbies: Fishing, Hiking, Scouting, Boating, Motorcycling, Mountain Biking.